Berkeley Capital Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,338 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,949,729
-0.2%
28,571
+5.5%
2.15%
+1.8%
Q2 2023$5,961,634
+6.1%
27,079
+1.7%
2.11%
+1.4%
Q1 2023$5,618,027
+3.6%
26,636
+0.1%
2.08%
-0.8%
Q4 2022$5,424,798
+6.0%
26,617
-2.3%
2.10%
-5.3%
Q3 2022$5,120,000
+2.4%
27,237
+7.3%
2.22%
+7.5%
Q2 2022$4,998,000
-3.5%
25,373
+16.5%
2.06%
-0.1%
Q1 2022$5,180,000
+4.1%
21,779
+11.5%
2.06%
+1.0%
Q4 2021$4,976,000
+51.2%
19,532
+40.5%
2.04%
+34.9%
Q3 2021$3,291,000
+188.2%
13,901
+188.9%
1.52%
+197.6%
Q2 2021$1,142,000
+6.8%
4,811
-0.4%
0.51%
-1.4%
Q1 2021$1,069,000
+5.9%
4,829
-1.1%
0.52%
-0.4%
Q4 2020$1,009,000
+13.4%
4,881
-3.3%
0.52%
-4.6%
Q3 2020$890,000
-42.4%
5,050
-46.4%
0.54%
-43.0%
Q2 2020$1,545,000
-19.9%
9,428
-35.6%
0.95%
-27.3%
Q1 2020$1,928,000
-16.3%
14,643
+13.2%
1.31%
+11.0%
Q4 2019$2,304,000
+7.4%
12,933
+1.0%
1.18%
+4.2%
Q3 2019$2,146,000
-13.6%
12,804
-13.9%
1.13%
-2.3%
Q2 2019$2,485,000
+12.0%
14,869
+7.7%
1.16%
+5.7%
Q1 2019$2,219,000
+23.6%
13,803
+6.2%
1.10%
+9.8%
Q4 2018$1,796,000
-8.0%
12,996
+9.3%
1.00%
-9.2%
Q3 2018$1,953,000
+1.0%
11,894
-3.1%
1.10%
-2.7%
Q2 2018$1,934,000
+6.6%
12,273
+4.3%
1.13%
+8.0%
Q1 2018$1,814,000
+0.1%
11,767
+0.5%
1.05%
-12.2%
Q4 2017$1,812,000
+2.5%
11,707
-2.6%
1.19%
+1.0%
Q3 2017$1,768,000
+0.1%
12,024
-3.0%
1.18%
-1.8%
Q2 2017$1,767,000
+2.6%
12,395
+0.2%
1.20%
+2.8%
Q1 2017$1,722,000
+6.8%
12,371
+0.9%
1.17%
+0.7%
Q4 2016$1,613,000
-0.1%
12,257
-1.7%
1.16%
+1.0%
Q3 2016$1,614,000
+0.5%
12,472
-4.0%
1.15%
+2.1%
Q2 2016$1,606,000
-12.8%
12,991
-14.5%
1.13%
-15.4%
Q1 2016$1,842,000
-26.6%
15,197
-27.3%
1.33%
-34.7%
Q4 2015$2,511,00020,9042.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders